Build the quote
Use your services, approved pricing and the customer's requirements to prepare a clear, itemised quote. Your team can review the commercial details before it goes out.
04Your Quote Follow-up Specialist
Quote it. Present it. Keep it moving.
Turn an enquiry into a clear quote and a polished proposal, then keep the follow-up moving towards a yes. Your pricing, your offer and your voice, without rebuilding it all by hand.
The job, in motion
From customer requirements to a decision.
- Prepare the quote
Use the customer's needs, your services and your approved pricing.
- Build the proposal
Present the recommendation, value and quote in a polished, branded document.
- Keep the opportunity moving
Follow up, answer questions and track the next step through to a decision.
Sound familiar?
Winning the work takes more than sending a number.
There are details to gather, prices to check, a proposal to make presentable and someone to follow up. Doing all of that around the actual work can leave good opportunities waiting far too long.
Make the proposal do the selling
Present the quote in a polished, branded proposal that explains the recommendation, value, scope and next step. Make it easy for the customer to understand what they're buying and why it fits.
Follow through to a decision
Keep following up with relevant messages, answer questions and respond to objections using your business knowledge. Track acceptance, decline or a request to speak to your team.
What changes for you
Less paperwork between a good enquiry and new work.
- Prepare quotes and branded proposals from the same business knowledge.
- Give each opportunity consistent, relevant follow-up.
- Keep your team focused on decisions and the work you win.
Worth asking
A couple of good questions.
Can it create quotes and proposals as well?
Yes. It can prepare the quote from your approved pricing and the customer's requirements, then turn it into a polished, branded proposal. Use the complete process or connect it to quotes your team already creates.
Can it change prices or offer discounts?
It works from the prices, offers and approval rules you set. You stay in control of commercial exceptions, so any proposed discount or change of terms reaches the right person for a decision.
Your week, with a bit more room in it
Is this the first job worth handing over?
A free 30-minute call about your actual week. We'll help you work out whether this system is a useful fit.